See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $15,959 |
PENSERV PLAN SERVICES, INC.5+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $7,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,881 | $64,919-13.9% | $392,568-85.8% | $65,185-14.3% |
| Participation rate | 66.8% | 72.0%-5.2pp | 78.1%-11.2pp | 70.2%-3.4pp |
| Annual return | 22.04% | 26.09%-4.0pp | 24.42%-2.4pp | 29.38%-7.3pp |
| Employer contribution / active EE | $852 | $2,374-64.1% | $3,783-77.5% | $2,177-60.8% |
| Participant deferral / active EE | $4,427 | $3,668+20.7% | $5,985-26.0% | $3,514+26.0% |
| Admin fee / account holder | $201 | $634-68.3% | $6,260-96.8% | $847-76.3% |